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The Billing Operations Team oversees and ensures the accurate billing of our clients. Our efforts assist all of the companies we support globally and all of the products we offer. As a Billing Operations Associate you will develop an understanding of our broader Revenue Operations Group and help service a host of internal clients: Client Service, Portfolio Management Group (PMG), Legal and Compliance (LCD), and Audit, to name a few. Our group also works with our domestic and international custodians. You will develop unique perspective of how Corporate Finance helps service and protect our... more ->
Do you excel in a communicative environment? Do you enjoy working collaboratively with peers? Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works closely with our Institutional groups to help meet strategic fund initiatives and financial analysis needs. The team also coordinates with a variety of Accounting groups in Corporate Finance and many other groups within the firm. The Opportunity: As the Fund Accounting Specialist, you will build your accounting abilities by cross-training, taking ownership of various projects and becoming a liaison for... more ->
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth... more ->
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not... more ->
Our client is an IT consulting firm that focuses on the Financial Services marketplace. (Payments, Mortgages & Lending, and Capital Markets, including Hedge Funds, Private Equity, Real Estate, Wealth & Asset Management etc ) They currently have over 2,000 employees worldwide and are in need of a CFO to lead their operation based out of Portland Oregon. LOCAL PORTLAND CANDIDATES ONLY This role will pay a base salary probably between $200K and $300K + bonus. Requirements Degree in Finance, Accounting, Business Administration, or related field. MBA or CPA strongly preferred. Proven experience... more ->
Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works with our Institutional teams to help meet their strategic fund initiative and financial analysis needs. The team coordinates with a variety of groups in Corporate Finance, many groups within the organization and a global range of service providers. The Opportunity: The Fund Accounting team at Fisher Investments supports our clients in multiple ways including: providing operational accounting support through preparation of fund budgets, expense processing oversight, preparation of financial... more ->